Campaign association
Campaign association is the link between a person or deal in the CRM and the campaign or event object that represents a program, the connection attribution reports read to credit an event.
Your CRM usually models an event as a campaign or marketing event object. It records each person’s relationship to the event as a membership with a status, such as invited, registered, attended, or visited the booth.
Why does it matter?
Without the association, your reports can’t credit the event for a captured lead, even one with full event context. The conversation happened, the deal may close, and the event gets no credit: the same outcome as an attribution leak.
Your event-sourced and event-influenced pipeline reports depend on it, and so does every closed-loop report on an event.
Who owns the campaign?
Your CRM owner. Tie each event to a campaign your team already manages. Hold any capture your reps make outside an event for review before it joins one. A campaign a rep invents to hold a stray lead muddies every report it feeds.
Where do you find it in FieldXM?
Link each event in FieldXM to its HubSpot marketing event or Salesforce campaign. FieldXM writes event attendance to your CRM, and your reps book each booth meeting straight into it, tied to the event. The trade show ROI guide shows how records like these become sourced and influenced pipeline.
Related terms
- CRM write-backCRM write-back is the outbound half of a CRM integration, the step where a connected tool creates or updates CRM records such as contacts, companies, notes, and event attendance.
- Attribution leakAn attribution leak is an event-sourced lead or opportunity that entered the CRM outside the standard capture path, so the CRM loses its connection to the event and understates the event's contribution.
- Event-sourced vs. event-influenced attributionEvent-sourced vs. event-influenced attribution is the distinction between opportunities an event created and opportunities already open that an event advanced, which teams report separately so neither number inflates the other.
- Closed-loop reportingClosed-loop reporting is reporting that ties each captured interaction to what followed it, from lead to meeting, opportunity, and closed-won revenue, so results trace back to the event or program behind them.
- First-touch and last-touch attributionFirst-touch and last-touch attribution are single-touch models that give all the credit for a deal to one recorded interaction, the earliest for first touch and the final one for last touch.
See it in FieldXM
- Your CRMConnect HubSpot or Salesforce, and FieldXM puts each lead on the right record with its qualification answers, notes, and enrichment, in your own fields.
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